Last week Laurie Carpenter wrote "I'm looking at retention periods and
how to make them more usable and user friendly...
 
I've not discovered a good way to do this.  As I think other have
pointed out, your always looking for a moving target AND the trigger
event isn't always common knowledge.  Here's a couple of ideas... 
 
Scenario A:  Retain until the tax department has closed their
audit/releases
the tax year, but a minimum of 7 years.
How about:
7 years or until audit is closed, whichever is longer 
 
Scenario B:  Retain for the term of the agreement plus 7 years or term
of
the agreement AND until the tax department has closed their audit for
the
year the agreement terminated
How about:
Termination of agreement + 7 years and until audit is closed
 

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Jim Mullen, Company Records Specialist 
Spirit Aerosystems Inc. 
Tech. Services & Process Config., Data & Records 
P.O. Box 780008, M/C K32-02 
Wichita, KS  67278 
(316) 526-0069 
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

 
 

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